What changed

Departed Fidelity amid restructuring after Fidelity Custody & Clearing assets reached $2.6T AUA.

Reported / discovered

Oct 2, 2026

Effective

Not reported

New role

RIA sales executive

Previous role

Not reported

Market

Not reported

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.